North Peak Capital Management, LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$524.6B
Holdings
9
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUBSHUBSPOT INC | 385,279 | $112.6B | 21.46% | |
| 2 | HGVHILTON GRAND VACATIONS INC | 5,250,783 | $110.2B | 21.00% | |
| 3 | SPLKCHFSPLUNK INC | 381,382 | $71.7B | 13.68% | |
| 4 | NOWSERVICENOW INC | 136,664 | $66.3B | 12.64% | |
| 5 | APGAPI GROUP CORP | 4,380,325 | $62.3B | 11.88% | |
| 6 | SMARGBPSMARTSHEET INC | 1,208,067 | $59.7B | 11.38% | |
| 7 | RUTHUSDRUTHS HOSPITALITY GROUP INC | 1,881,630 | $20.8B | 3.97% | |
| 8 | JOYYJOYY INC | 235,000 | $19.0B | 3.61% | |
| 9 | CALCALERES INC | 209,083 | $2.0B | 0.38% |